Connect DonorPerfect to Plumsail Documents

Both apps 64DonorPerfect 42Plumsail Documents 22

• Trigger
  New donor

  Polling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id.

• Trigger
  New gift

  Polling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id.

• Trigger
  New or updated donor

  Triggered when a donor is added or updated.

• Trigger
  New or updated gift

  Triggered when a gift (donation) is created or modified.

• Trigger
  Two-way sync new or updated donors

  A trigger for two-way syncing new and updated donors, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated gifts

  A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.

• Action
  Add code

  Adds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO.

• Action
  Add contact

  Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.

• Action
  Add donor

  Creates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones.

• Action
  Add gift

  Creates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign).

• Action
  Add new donor gift

  Creates a new donation (gift) for the donor with the specified ID.

• Action
  Add new donor gift by email

  Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.

• Action
  Add new pledge

  Adds a new pledge to the specified donor. If successful, the pledge's ID is output.

• Action
  Add other info

  Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.

• Action
  Add other info by email

  Adds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found.

• Action
  Delete donor

  Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.

• Action
  Find donor by first and last name

  Returns the first donor whose first and last name exactly match, plus how many donors matched

• Action
  Find filters by name

  Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.

• Action
  Get 20 donor field values

  Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.

• Action
  Get active code by description

  Returns the code having the specified description. An error occurs if the code is not found or is inactive.

• Action
  Get active code description

  Gets the specified code's description. An error occurs if the code is not found or is inactive.

• Action
  Get code description

  Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.

• Action
  Get contact

  Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.

• Action
  Get donor

  Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.

• Action
  Get donor by email

  Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address.

• Action
  Get donor by email, first name, and last name

  Returns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead.

• Action
  Get donor default field info

  Returns information about the specified donor field.

• Action
  Get donor default fields

  Returns all default fields for donors.

• Action
  Get donor gifts

  Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.

• Action
  Get donors by filter

  Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.

• Action
  Get donor user-defined field info

  Returns information about the specified donor user-defined field.

• Action
  Get donor user-defined fields

  Returns all user-defined donor fields.

• Action
  Get donor user-defined field values

  Returns all user-defined field values for the specified donor. An error occurs if the donor is not found.

• Action
  Get field display type

  Gets the specified field's display type, which can either be "code" or "description"

• Action
  Get flags by donor ID

  Returns the specified donor's flags. No error occurs if the donor is not found.

• Action
  Get gift

  Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.

• Action
  Get gift user-defined field values

  Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.

• Action
  Get other info

  Returns one DonorPerfect Other Info record by its id, with its standard columns.

• Action
  List filters

  Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.

• Action
  Post pledge payment

  Posts a payment to the specified pledge for the specified donor.

• Action
  Set gift custom field

  Sets one of your organization's custom fields (such as Class) on an existing gift

• Action
  Update donor

  Updates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values.

• Action
  Add HTML Watermark to PDF

  Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.

• Action
  Add Image Watermark to PDF

  Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.

• Action
  Add PDF Watermark to PDF

  Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.

• Action
  Add Text Watermark to PDF

  Adds a text watermark to a PDF and returns a download link to the watermarked file.

• Action
  Compress PDF

  Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.

• Action
  Convert CSV to Excel File (XLSX)

  Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.

• Action
  Convert DOC to DOCX

  Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.

• Action
  Convert DOCX to PDF

  Converts a Word DOCX document to PDF and returns a download link to the PDF.

• Action
  Convert PPT to PPTX

  Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.

• Action
  Convert PPTX to PDF

  Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.

• Action
  Convert to PDF

  Converts a document from a public URL into a PDF file and returns a download link to the PDF.

• Action
  Convert XLS to XLSX

  Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.

• Action
  Convert XLSX to PDF

  Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.

• Action
  Fill in PDF Form

  Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.

• Action
  Fill Merge Fields in DOCX Document

  Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.

• Action
  Generate Document From DOCX Template

  Creates a document from a Word DOCX template filled with your data and returns a download link to the result.

• Action
  Generate Document From Fillable PDF

  Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.

• Action
  Generate Document From PPTX Template

  Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.

• Action
  Generate Document From XLSX Template

  Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.

• Action
  Merge Any Files Into PDF

  Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.

• Action
  Merge DOCX Files

  Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.

• Action
  Protect PDF

  Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.